User Submitted Tax Questions

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Tax Forms

Box 14c on K-1 (Form 1065)

Does the amount listed in box 14C of the K-1 on Form 1065 impact the tax I will owe? Or do I only owe on what is in box 14A? (Assuming I'm not using the nonfarm option method - which I'm not 100% sure I understand, but it seems like it's a very narrow criteria and wouldn't apply to most people). This is a business I was actively involved in but have subsequently sold my partnership share (on 12/31/22).

Asked onTuesday, March 28, 2023 by julie
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Deductions and Write-Offs

Sold land for a loss - capital loss carryover

Bought property 01/09/06 for $20000 Sold property 08/15/22 for $19000 Last tax year, accountant had a capital loss carryover of -$87. What forms and amounts do I need to know for this years taxes.

Asked onTuesday, March 28, 2023 by Frank
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Personal Taxes

Claiming one on w4

If I claim one on my w4 that is not a child are more taxes taken out or less?

Asked onTuesday, March 28, 2023 by Alexa
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Personal Taxes

Why double taxes?

Working remote for a NYC company but I live in the Bronx. I'm being taxed for Bronx County & NY, why?

Asked onTuesday, March 28, 2023 by Princess
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Tax Forms

Can I list an investment property as an asset before it has a tenant in it?

Can an investment property be added to my taxes to deduct mortgage, interest and depreciation before in service? Can we deduct that asset on our taxes before it has a tenant? Also- if not- are we able to at least list that asset on our taxes? Can I list an investment property as an asset before it has a tenant in it?

Asked onTuesday, March 28, 2023 by Sommer
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Personal Taxes

Better to file MFJ or MFS?

Is it better to file married filing jointly or married filing separately? I make $115k and my wife makes $113k.

Asked onTuesday, March 28, 2023 by John
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Tax Filing Tips

Tax deduction on legal expenses

I paid a settlement amount for the office suite I leased and couldn't afford to complete the lease. I ran an office as an independent contractor, self-employed, selling life insurance and annuities. In order to have a fair amount on the settlement I hired a lawyer to help me out. My question is, will I be able to deduct from my settlement payment and the legal fees from my income? Thank you for your advise.

Asked onMonday, March 27, 2023 by James
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Investment and Finance

Business structure

I am currently working for a company that pays me as a 1099 self employee and I stand to make over 120k per year so am I able to create a llc s-corp from this income?

Asked onMonday, March 27, 2023 by Robert
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Personal Taxes

Backdoor Roth/ Pro Rata rule/8606 form

I put 7000.00 dollars after tax money in an ira at Charles Schwab. 5 days later converted it to a Roth IRA. Thought this is the correct backdoor method. A month later rolled over a pretax 401K form a previous employer into that same IRA. I received a 1099R coded with a G for that rollover. I received another 1099R coded with a N for the 7000.00 back door, which is a recharacterization which I didn't do. I had Charles Schwab recode with a 2. That is what all the articles I read said it had to be. Then I read that you can't have any IRA balance as of 12/31/2022 to do a backdoor. This is called the pro rata rule. I am now confused how to fill out form 8606 and what my tax implications are. I have called Schwab they are no assistance. How do I fix this situation to file my taxes correctly and have the least tax implication this year and in the future.

Asked onMonday, March 27, 2023 by Debbie
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Deductions and Write-Offs

Offsetting gambling win

I had a gambling win in 2022. I have huge gambling losses in 2017-2021. Can I "Income average" or similar to offset the one year I won?

Asked onMonday, March 27, 2023 by SAMUEL
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